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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,207 | $89,370-50.5% | $141,197-68.7% | $72,976-39.4% |
| Participation rate | 78.6% | 75.1%+3.4pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 181.85% | 111.88%+70.0pp | 71.41%+110.4pp | 81.02%+100.8pp |
| Employer contribution / active EE | $6,180 | $3,115+98.4% | $4,736+30.5% | $2,440+153.3% |
| Participant deferral / active EE | $12,482 | $5,419+130.3% | $6,710+86.0% | $3,608+246.0% |
| Admin fee / account holder | $267 | $5,957-95.5% | $10,265-97.4% | $5,124-94.8% |